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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,809 | $87,037-76.1% | $106,201-80.4% | $80,874-74.3% |
| Participation rate | 57.1% | 70.4%-13.3pp | 75.3%-18.1pp | 67.6%-10.5pp |
| Annual return | 14.46% | 17.05%-2.6pp | 116.26%-101.8pp | 35.62%-21.2pp |
| Employer contribution / active EE | $703 | $2,396-70.6% | $3,170-77.8% | $2,756-74.5% |
| Participant deferral / active EE | $1,982 | $3,986-50.3% | $5,012-60.5% | $4,297-53.9% |
| Admin fee / account holder | $1,069 | $8,434-87.3% | $11,039-90.3% | $6,935-84.6% |